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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Crux Wealth Advisors
6001
Crux Wealth Advisors
California
$180M – – 1.73% – 150 – 0
CWM
6002
CCG Wealth Management
California
$180M +$946K +0.5% 1.69% 82.6% 77 15.58% 3.2
Grand Wealth Management
6003
Grand Wealth Management
Michigan
$179M +$2.19M +1% 2.56% 54.1% 69 8.7% 2
GEM Asset Management
6004
GEM Asset Management
Michigan
$179M +$4.41M +3% 0.59% 62.9% 97 12.37% 1.6
Axiom Financial Strategies
6005
Axiom Financial Strategies
Indiana
$179M -$10.1M -5% 0.74% 54.5% 46 10.87% 2.3
Security National Bank of So Dak
6006
Security National Bank of So Dak
Iowa
$179M -$766K -0.4% 2.04% 67.7% 113 15.04% 5.5
NBZ Investment Advisors
6007
NBZ Investment Advisors
Tennessee
$179M – – 1.95% – 69 – 0
Haven Private
6008
Haven Private
Florida
$179M – – 5.44% – 136 – 0
KIM
6009
Kane Investment Management
California
$179M – – 6.03% – 90 – 0
First County Bank
6010
First County Bank
Connecticut
$179M -$23.6M -12% 1.27% 101% 164 14.63% 1.8
Fortitude Financial
6011
Fortitude Financial
Washington
$179M – – 2.14% – 31 – 0
Solstein Capital
6012
Solstein Capital
California
$179M -$9.9M -5% 1.55% 102% 318 2.83% 3
Alliance Wealth Advisors (Pennsylvania)
6013
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$179M +$3.73M +2% 0.46% 74.4% 148 7.43% 2.6
Montz Harcus Wealth Management
6014
Montz Harcus Wealth Management
Louisiana
$179M +$7.7M +4% 2.44% 84.1% 81 14.81% 2
Orleans Capital Management
6015
Orleans Capital Management
Louisiana
$179M +$2.75M +2% 0.44% 94.6% 99 10.1% 2.9
IVC Wealth Advisors
6016
IVC Wealth Advisors
Pennsylvania
$179M -$3.97M -2% 0.83% 81.9% 170 15.29% 2.8
Tribune Investment Group
6017
Tribune Investment Group
New York
$179M – – 4.73% – 27 – 0
Cincinnati Casualty Company
6018
Cincinnati Casualty Company
Ohio
$179M +$1.11M +0.6% 1.09% 68.7% 24 0% 8.8
RWIA
6019
Roger Wittlin Investment Advisory
California
$179M +$4.73M +3% 1.42% 61.3% 56 26.79% 1.7
Integrity Wealth Solutions
6020
Integrity Wealth Solutions
Colorado
$179M +$7.14M +4% 0.01% – 101 13.86% 0.9
Avory & Company
6021
Avory & Company
Florida
$178M +$13.6M +8% 14.4% 74.9% 32 12.5% 2.3
Burns Matteson Capital Management
6022
Burns Matteson Capital Management
New York
$178M -$24.8K -0% 2.62% 137% 194 35.57% 1.4
Constitution Capital
6023
Constitution Capital
Connecticut
$178M -$9.04M -5% 0.43% 91.1% 63 17.46% 2.9
Mudita Advisors
6024
Mudita Advisors
United Kingdom
$178M -$4.61M -3% 0.83% 143% 19 15.79% 1.8
University of Maryland Foundation
6025
University of Maryland Foundation
Maryland
$178M +$37.2M +26% 0.79% 54.9% 8 12.5% 3.4